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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
2076
WFA of San Diego
California
$134K – – –
APW
2077
Aventura Private Wealth
Florida
$131K -$82.2K -677 -39%
HCMG
2078
Howard Capital Management Group
California
$130K – – –
ATC
2079
Advantage Trust Company
Kansas
$127K – – –
PSB
2080
Piscataqua Savings Bank
New Hampshire
$127K – – –
GIA
2081
GHP Investment Advisors
Colorado
$127K – – –
BAM
2082
Byrne Asset Management
New Jersey
$126K – – –
CWM
2083
Copia Wealth Management
Oregon
$126K – – –
TPBG
2084
Turning Point Benefit Group
Maryland
$125K +$124K +1,019 New
DCBT
2085
Dakota Community Bank & Trust
North Dakota
$125K -$2.43K -20 -2%
WA
2086
Whipplewood Advisors
Colorado
$122K -$81.8K -674 -41%
GWSG
2087
GPS Wealth Strategies Group
Colorado
$119K -$4.85K -40 -4%
PMFA
2088
Plante Moran Financial Advisors
Michigan
$118K +$9.83K +81 +9%
CMBA
2089
C.M. Bidwell & Associates
Hawaii
$116K – – –
PP
2090
Pacifica Partners
Canada
$116K +$60.1K +495 +109%
TCM
2091
TruNorth Capital Management
Michigan
$116K – – –
BSB
2092
Bangor Savings Bank
Maine
$116K -$243 -2 -0.2%
GKIM
2093
GW&K Investment Management
Massachusetts
$113K +$121 +1 +0.1%
IRC
2094
Investors Research Corp
Georgia
$111K -$12K -99 -10%
LI
2095
LRI Investments
Florida
$109K +$30K +247 +39%
CMP
2096
Coston McIsaac & Partners
Maine
$109K -$4K -33 -4%
TFIPS
2097
Towarzystwo Funduszy Inwestycyjnych PZU SA
$109K – – –
HIW
2098
Holos Integrated Wealth
Pennsylvania
$108K – – –
CAL
2099
Capital Advisors Ltd
Ohio
$108K – – –
MWPCG
2100
Measured Wealth Private Client Group
New Hampshire
$107K +$105K +865 New
82 83
84
85 86